See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,668 | $211,958-51.1% | $169,463-38.8% | $135,375-23.4% |
| Participation rate | 90.0% | 82.6%+7.4pp | 77.8%+12.2pp | 82.6%+7.4pp |
| Annual return | -4.33% | 3.26%-7.6pp | 1.83%-6.2pp | 519.73%-524.1pp |
| Employer contribution / active EE | $3,249 | $5,120-36.5% | $4,159-21.9% | $4,779-32.0% |
| Participant deferral / active EE | $6,212 | $6,075+2.3% | $5,277+17.7% | $5,609+10.8% |
| Admin fee / account holder | $2,088 | $11,471-81.8% | $9,109-77.1% | $10,827-80.7% |